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    How to organise your HubSpot CRM Migration?

    Posted by Merlin Mythili Phd. on Sep 14, 2020 6:24:43 PM

    BO_Hub_CRM_CoverAre you standing at a decision fork to move to HubSpot CRM? Or, having taken that leap of faith to board the HubSpot CRM, you are perplexed as to how you would go about it? Don’t worry, your data could be on another CRM, EXCEL spreadsheets or on sticky notes and manual records, this blog would take you through the why and how of migrating your existing CRM to HubSpot CRM.

    An effective and efficient Customer Relationship Management (CRM) software should not only help you store your customer or contact data, but should help to maintain, track and interact effectively with your business relationships, possible, new, current and past customers and HubSpot CRM ticks on all these checkboxes.

    Migrating your CRM to HubSpot is not only quite quick and easy, it allows you to keep all your data in one place and its dynamic features and sales enablement tools help you gain powerful insights to identify your best qualified leads and reach out to and convert them without hassles.

    Before you migrate…..

    Moving from separate and inflexible platforms to an integrated platform like HubSpot CRM could be daunting as it involves a lot of movement of different sets of data, there could be always that fear of loss of important past data. But seamless migration is possible if you follow these steps:

    Involve to gain insights and educate your team

    Involve your team before and during your migration, you would gain sharp insights from your team (as they are the ones familiar with the current CRM’s pitfalls and user ways) that would help you prioritise your CRM migration checklist. This is the best way to not only get their buy-in but also to educate them with the knowhow of HubSpot CRM.

    BO_Hub_CRM_1

    Scrub your Data

    On an average there could be 2 to 3 email addresses per person and when users/people change jobs you could have been adding their new professional emails without discarding their redundant old addresses. This is just one example of unclean data. Therefore, this might be the time to scrub clean your data and get rid of incorrect, invalid and duplicate data. You can try HubSpot’s new AI-driven deduplication tool. A squeaky-clean database on your new HubSpot CRM would not only cut down your hard and soft bounces but save you a lot of space, time and eventually cost. Remember not to bulk delete and to always have a backup of the original data till your complete migration is over.

    Organise your Data

    Segmenting your data and organising them in different categories is the next logical step. This is something you would have always postponed while going about your day to day job, but it is worth spending your time now before you initiate migrating to HubSpot CRM. Your categorisation could vary based on your business offerings, but this is an essential step for easy migration.

    Match existing properties with their HubSpot equivalents

    In HubSpot CRM, objects store data, an object is a type of record that stores a specific category of information. For a given object then get data stored in properties; each property relates to a specific characteristic about the object. HubSpot CRM is built around four such objects which are contacts, companies, deals and tickets, each hold different kinds of data with specific properties and can be linked to the rest of the three objects.

    It is crucial that you identify the existing properties of these objects from your current CRM and find their accurate matches with HubSpot CRM and if a suitable match is not found you need to create a custom property for that specific characteristic.

    BO_Hub_CRM_2

    So how do you go about your HubSpot CRM migration?

    Now that you have cleaned up, organised and are ready with your data, here are your migration options: You may want to do it yourself or get a HubSpot consultant either from HubSpot or their partner agencies to do it for you.

    If you plan to do it yourself, you need to populate your new spreadsheet with data under the HubSpot matched objects and properties, conduct a test import and move on to a full import into the HubSpot CRM.

    You would need a dedicated and expert internal team who might have to fine-comb details and iron-out differences between platforms with ingenuity. For instance, HubSpot CRM designates the date and time of import as the create date for the contact or company, but you may want to retain your original create date in your current CRM for which you need to create a property. It is for these reasons opting to avail the services of a HubSpot certified partner agency like BlueOshan is the best way to an effortless and stress free migration.

    If you opt to work with a partner agency like BlueOshan, you are assured a seamless navigation of the common pitfalls of migration. At BlueOshan, our migration consultants are well-versed with the nuances of migrating data from various platforms to HubSpot CRM, so apart from relieving your stress, you get added benefits of professional training and support, troubleshooting during and after migration and ongoing support.

    So, if you are new to HubSpot migration, don’t waste your time sweating it on your own. We are here to help you whatever be the size, migration and integration needs of your business, our expert migration team is here to help you on your HubSpot migration. Call us and let us help you!

     

    Topics: CRM, Hubspot Migration

    About The Author

    Merlin Mythili Phd.
    Merlin Mythili Phd.
    merlin@blueoshan.com

    Merlin has 17 years of academic and research experience in Management, having taught at leading Business Schools in India. She is an avid writer and aside from blog writing she has published a collection of short stories and consults on academic research projects.She loves reading and gardening.

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